Writing Client Letters is the fifth segment on basic writing skills for tax professionals located at the M. Tx. Writing Web Site developed for the Masters of Taxation program at Georgia State University. Separate Reports, Client Sophistication, Limitations and General Format are discussed. The same fact patter used for the Writing Tax Research Memo is used. A sample letter to an unsophisticated tax client and a sample letter to the clients attorney (sophisticated tax client) are provided based on the fact pattern given. Users will need to scroll down the left frame to locate this specific lesson.
To develop written communication skills with respect to tax clients.
Target Student Population:
Upper division tax course, Graduate School, Professional
Prerequisite Knowledge or Skills:
Basic writing skills as well as some knowledge of tax laws
Type of Material:
In-class, homework, individual, team, lecture.
Evaluation and Observation
Writing Client Letters provides a thorough demonstration for constructing a tax research client letter. Content is accurate, current, relevant and informed by scholarship. The tutorial is self-contained and can be used without requiring an assignment or context. The module is most flexible and can be used in several situations. The amount of material included is clear and concise as well as comprehensive. Concepts are integrated and well summarized. This tutorial is pragmatic and extremely useful for college professors and students.
Potential Effectiveness as a Teaching Tool
The module is clear as to learning objectives, builds and reinforces concepts, and demonstrates relationship among concepts. In terms of teaching and learning, the module is succinct yet very efficient. What remains is for students to practice the skills discussed. One assignment is provided and additional assignments could easily be developed. This module is an excellent teaching tool.
Ease of Use for Both Students and Faculty
This module is very user friendly, and it contains many facets to help student learn how to prepare a client letter. Instructions are clear, but require practice to learn. Navigation functions as intended.
The module could perhaps be more visually appealing. Layout and design is primarily black text on white background meant to be read. Although not necessarily a concern for students at this level, users should be aware that the module lacks interactivity.